Sterling Coley is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Brentwood, TN. He holds a Series 66 designation and has six years of industry experience. His prior roles include work with the Pittsburgh Pirates and Brentwood Academy. Outside of his advisory work, he is a partner in Tria Collective LLC, which manages bookkeeping and consulting activities related to marketing agencies. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive firm research and a broad affiliate network.

Scott Milford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He also works as a part-time music director at Skyline Community Church, where he has been involved since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Marcus Marotti is a financial advisor with OSAIC Wealth Inc. holding a Series 66 designation and two years of industry experience. He has previously worked at Stone Rudolph & Henry since 2013, where he serves as a tax accountant. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports various investment platforms and managed-account solutions.

Charles Grummon is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Wang Foundation for Sight Restoration in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kendrick Coulthard is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Southeast Financial Credit Union and CUNA Brokerage Services, Inc. He has managerial responsibilities at Southeast Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs, financial planning services, and access to model portfolios and research.

Jerry Forster is a financial advisor with Raymond James & Associates in Franklin, TN. He holds the Series 66 designation and has been with Raymond James since 2025. Prior to joining the firm, he spent three years at LaGrange College and nine years at the University of Charleston. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Ryan Mc Clure is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for ten years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers customized investment solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Tony Boykin is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Boykin serves on the board of directors for the Matthew Walker Comprehensive Health Center in Nashville. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement, typically with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research-driven, algorithm-supported recommendations with personalized financial advice.

Mario Vizuet Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at Old National Bank and PNC Bank. Outside of his advisory role, he is involved with Old National Bank as a wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios, third-party subadvisors, and various technology-driven investment solutions.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Outside of her advisory role, Hanson is employed as a software engineer at Vanderbilt University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Collins Shelden is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and was previously with Vandelay Industries LLC for seven years. Outside of his advisory role, he owns C2S, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Benjamin Elder is a financial advisor at Robert Baird & Co. based in Nashville, TN, holding CFP® and Series 63 designations with 10 years of industry experience. His prior roles include positions at Janney Montgomery Scott, LLC and Jackson National Life Distributors, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Timothy Ledman is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for over two decades at Nashville Chemical & Equipment Co. He serves as a board member of the National Guard Association of Tennessee, overseeing the insurance program for Tennessee National Guard members in a volunteer capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Brandon Hesselink is a financial advisor at Osaic Wealth, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The O.N. Equity Sales Company and Ohio National Life Insurance Co. In addition to his advisory role, he is involved in selling and servicing insurance products through his work as an insurance agent with multiple entities. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple platforms, using asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios.

Ronald Akers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and specialized institutional and participant advice programs.

Charles Hollis Jr. is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.

Jonathan Jones is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he gained experience in various roles, including positions at CubeSmart and EM Protective Services, as well as academic experience at the University of Tennessee at Chattanooga. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes positions at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Garrett Rudolph is a financial advisor with Robert W. Baird & Co. in Franklin, TN, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at LPL Financial, Truxton Trust, and Premier Private Wealth. He also served as a portfolio analyst at Truxton Trust in a non-investment-related capacity. Robert W. Baird & Co.’s DDK Group, where Garrett works, serves high net worth individuals, corporate clients, pension plans, and charitable organizations through comprehensive financial planning and portfolio management services. The firm employs a range of SMA strategies and utilizes internal research and technology, including artificial intelligence, to support its advisory services.